Investment plan: INDEXO dzīves cikla plāns 1970-1979
100% equity allocation until 2025, after which the equity allocation is reduced by 5 percentage points each year, reaching 25% in 2040.
Plan allocation: INDEXO 1970-1979
“INDEXO dzīves cikla plāns 1970-1979” is an adaptive investment plan designed to maximize time in the equity market to capture its growth potential. It is a modern, diversified, and index fund-based solution for building your 2nd pension pillar savings.
Compared to more conservative plans, this plan offers higher potential returns, as well as higher volatility (risk).
Investment profile: Developed-market equities and, later, investment-grade bonds
Compared to more conservative plans, this plan offers higher potential returns, as well as higher volatility (risk).
Investment profile: Developed-market equities and, later, investment-grade bonds
Investment in diversified, high-quality, low-cost index funds
Strong results for our clients since the plan’s inception
Suitable for investors born in 1970–1979
Key plan features
Inception date: 26.09.2023.
Equity fund allocation up to 100% until 2045
Equity fund allocation up to 100% until 2045
Other life cycle plans
To make choosing easier, we’ve included the recommended age in the investment plan names
